“Highly informative. Having leading professionals deliver the TKU course really adds value.”
“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”
“Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.”
“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
“These days, Boards need real expertise on tap (with excellent back-up) to cope with a constantly evolving and more regulated environment. PSGS is geared to delivering that.”
“I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.”
As professional scheme secretaries we know the needs of boards and individual pension trustees vary, so we need to be as flexible as possible when it comes to meeting papers.
It is true that producing paper packs is the ‘short straw’ job for members of our specialist scheme secretary team - and they are a risk to family pets as they drop through the letterbox! However, for some pension trustees, the thought of having to go digital and losing the ream of paper to work through can be daunting.
Whilst the trend is definitely towards paperless meetings, what are the pros and cons of the various options available?
Click the image to see a PDF version.
There’s a lot of noise just now about data minimisation and many question whether you should really send scheme information to personal email addresses, even if they are password protected. Pension trustees also need to consider how far they need to worry about possible data issues by other data controller. This might make it a sensible time to take a look at how trustee meeting packs and papers are produced for your pension scheme.